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A Unique Service

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The Tax Hotline is truly a unique, valuable service.

Tax Hotline members will receive

  • Unlimited advice on federal taxation via toll-free phone call/fax/e-mail
  • Unlimited advice on federal taxation for small business owners (sole proprietors)
  • Advice regarding IRS Audits and IRS Notifications
  • Tax planning
  • Review of prior year's tax return
  • Members portal with: tax tips, tax law changes, tax organization area, IRS audit area, IRS notification area, member advice on-line
  • All advice is backed by a $1 million liability policy!

Use Tax Hotline as the voice behind the software.

With today's tax software programs, users need more than help screens. Tax Hotline steps in with tax advice tailored specifically to an individual's unique situation. Live, one-on-one, direct answers to members' tax questions over the phone. When pop-up screens just aren't popping up with the right answer, Tax Hotline experts are a phone call away with reliable advice.

Use Tax Hotline as an interpreter of IRSspeak.

Tax Hotline will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. Tax Hotline experts assist and advise members who get audited. They review the IRS audit notification and help sort out the facts. Members also have access to a web-based IRS Audit Tutorial, as well as an IRS Notification Tutorial that helps take the terror out of those ominous-looking IRS letters.

Tax Hotline is a tax advisor for people in all income brackets.

According to Thomas J. Stanley in his book, The Millionaire Mind, "The number one activity for millionaires is consulting with a tax expert." For most of us, tax consultation isn't that high on our list of things to do, but it's still vitally important for nearly everyone at one time or another. Tax Hotline members seek and receive advice on the tax implications of all these everyday financial matters:

  • Individual Retirement Accounts, Roth IRAs, 401k plans, SEPs
  • Healthcare spending accounts
  • Investment timing and strategies
  • Capital gains
  • Real estate timing and strategies
  • The tax advantages of home ownership
  • Divorce
  • Inheritance
  • Retirement planning

Tax Hotline will also review a member's prior year's tax return. This review can reveal costly errors and generate a source of extra tax savings.

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